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Investment Analyst


Orange, CT, US



Iberdrola is a global energy leader, the number one producer of wind power, and one of the world's biggest electricity utilities in terms of market capitalisation. The group supplies energy to almost 100 million people in dozens of countries including Spain, the United Kingdom (ScottishPower), the United States (AVANGRID), Brazil (Neoenergia), Mexico, Germany, Portugal, Italy and France, with a workforce of more than 35,000 people.

Iberdrola is leading the transition towards a sustainable energy model through its investments in renewable energy, smart grids, large-scale energy storage and digital transformation, to offer its customers the most advanced products and services. Thanks to its commitment to clean energy, Iberdrola is one of the companies with the lowest emissions and an international benchmark for its contribution to sustainability and the fight against climate change.




As an integral member of the Retirement Team, the Investment Analyst will be responsible for supporting the management and administration of over $5B in qualified and non-qualified retirement plan assets (pension, 401k, and deferred compensation).Overall responsibilities include monitoring and selecting investment managers, performance reporting and risk analysis, market research, identification of new investment opportunities, plan administration and operation, contract review, and special projects. The Investment Analyst will also be involved with creating presentations and providing updates to senior leaders and management.

Education and training opportunities are available, and strongly encouraged, to further develop knowledge and enhance skills over time

  • Assist in developing investment strategy, monitoring investment performance, coordinating with external investment consultants and fund managers, and complying with investment policy guidelines
  • Meet with investment managers quarterly (or as needed) and prepare summary memo for internal distribution
  • Evaluate and review potential new investment managers, including maintaining proper documentation of due diligence and decision-making process
  • Validate performance of managers, asset classes, and portfolios on a monthly basis
  • Prepare all internal and external performance reports and reconciliations
  • Support the Fiduciary Committee in the execution of their fiduciary duties
  • Assist in monitoring adherence to approved asset allocation targets
  • Monitor funding and liquidation of investment/custodial accounts and mandates to ensure timely processing of capital calls, fee payments, and rebalancing transactions
  • Manage the creation and production of investment-related materials and reports
  • Responsible for preparation of year end investment related requests for finance, audit, and internal control (FAS 157 reconciliation, Level 1 and 2 asset sampling, disclosure footnote, etc....)
  • Provide support with investment related interrogatories from regulatory authorities
  • Identify investment trends and stay abreast of worldwide macro-economic events
  • Responsible for all defined contribution and deferred compensation administrative and operational tasks (funding, eligibility, corrective issues, non-discrimination testing, match true-up, annual audit, plan document maintenance, etc.…)
  • Manage external vendor relationships (investment managers, consultants, trustees/custodians)
  • Participate in ad hoc projects, as needed



Skills and Requirements

Experience and Skills Desired:

  • Bachelor’s degree in finance, accounting, or related field, plus at least 5 years’ related experience in investment management and/or defined contribution administration
  • MBA or other postgraduate related degree
  • Demonstrated ability preparing detailed reconciliations, presentations, and complicated financial analysis
  • Experience conducting investment due diligence on investment managers and analyzing/attributing investment manager performance
  • Experience working in a global organization
  • Intermediate to proficient Microsoft Excel and PowerPoint skills
  • Advanced capability in SAP preferred
  • General knowledge of ERISA, DOL and IRS regulations
  • Strategic, creative thinker focused on process improvement and harmonization
  • Ability to establish effective working relationships with internal resources, external vendors, and stakeholders
  • Strong communication skills, both written and verbal
  • Ability to succeed in a team environment
  • Understanding of processes, procedures, and internal controls
  • Excellent analytical and problem-solving skills
  • Exceptional attention to detail
  • Ability to organize, set priorities, work independently, and complete multiple projects within established deadlines
  • Confidentiality in handling sensitive financial information


  • Develop Self & Others
  • Empower to grow
  • Collaborate and Share
  • Be a role model
  • Focus to achieve results
  • Be agile

Avangrid employees may be assigned a system emergency role and in the event of a system emergency, may be required to work outside of their regular schedule/job duties. This is applicable to employees that will work in Connecticut, Maine, Massachusetts, and New York within AVANGRD Network and Corporate functions.  This does not include those that will work for Avangrid Renewables

AVANGRID’s employment practices and policies are geared to hiring a diverse workforce and sustaining an inclusive culture. At AVANGRID we provide fair and equal employment and advancement opportunities for all employees and candidates regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status, disability, protected veteran status or any other status protected by federal, state, or local law. Learn more about equal employment by following this link

If you are an individual with a disability or a disabled veteran who is unable to use our online tool to search for or to apply for jobs, you may request a reasonable accommodation by contacting our Human Resources department at 203-499-2777 or

Nearest Major Market: New Haven
Nearest Secondary Market: Hartford

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